Jessica Smith Email & Phone Number | Jessica is the Director of Operations as well as an Investment Advisor Representative with Balanced Wealth Management. With over 20 years of corporate strategic and operational experience, Jessica brings her extensive knowledge and business acumen to the team by ensuring that Balanced Wealth Management runs as efficiently as possible. She oversees the day-to-day activities associated with onboarding new clients, managing internal workflows, and ensuring Balanced Wealth delivers on our clients’ expectations. In addition, Jessica is responsible for building our Retirement Plan Solutions offering which focuses on providing local small businesses with customized, high-quality retirement plans. Outside of Balanced Wealth, Jessica is an active member of both the North Kingstown and Bishop Hendricken High School communities and enjoys spending quality time with her family and friends. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://balancedwealth.com/.

Jessica Smith

Jessica is the Director of Operations as well as an Investment Advisor Representative with Balanced...
North Kingstown, Rhode Island, United States

*50 free lookup(s) per month.

Jessica Smith’s Email jsmith12@metlife.com

Jessica Smith’s Phone Numbers

Get JESSICA’s Phone Number (For Free)

Social Media

Jessica Smith’s Location North Kingstown, Rhode Island, United States

Jessica Smith’s Current Industry Balanced Wealth Manangement

Jessica Smith’s Prior Industry Metlife | Metlife Auto And Home

Find accurate emails & phone numbers for over 700M professionals.

Director of Operations

2021-03-01 00:00:00 - Present

Supplier Sourcing Consultant

2011-07-01 00:00:00 - 2018-05-01 00:00:00

Consultant - Strategic Planning

2009-12-01 00:00:00 - 2011-06-01 00:00:00

No Skills Available

No Languages Available

Jessica Smith is a Jessica is the Director of Operations as well as an Investment Advisor Representative with Balanced Wealth Management. With over 20 years of corporate strategic and operational experience, Jessica brings her extensive knowledge and business acumen to the team by ensuring that Balanced Wealth Management runs as efficiently as possible. She oversees the day-to-day activities associated with onboarding new clients, managing internal workflows, and ensuring Balanced Wealth delivers on our clients’ expectations. In addition, Jessica is responsible for building our Retirement Plan Solutions offering which focuses on providing local small businesses with customized, high-quality retirement plans. Outside of Balanced Wealth, Jessica is an active member of both the North Kingstown and Bishop Hendricken High School communities and enjoys spending quality time with her family and friends. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://balancedwealth.com/.